TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$711K
3 +$329K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$162K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$135K

Top Sells

1 +$1.07M
2 +$717K
3 +$566K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$370K

Sector Composition

1 Technology 6.2%
2 Healthcare 3.53%
3 Financials 2.65%
4 Real Estate 2.07%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$38K 0.01%
1,421
227
$38K 0.01%
580
+13
228
$38K 0.01%
358
229
$38K 0.01%
535
230
$37K 0.01%
203
231
$37K 0.01%
26
232
$37K 0.01%
707
+188
233
$37K 0.01%
104
234
$37K 0.01%
139
235
$36K 0.01%
910
236
$36K 0.01%
329
237
$36K 0.01%
+1,007
238
$35K 0.01%
245
239
$35K 0.01%
1,611
+148
240
$35K 0.01%
950
241
$35K 0.01%
354
242
$35K 0.01%
368
-1
243
$35K 0.01%
204
244
$34K 0.01%
160
245
$33K 0.01%
141
246
$33K 0.01%
1,060
247
$32K 0.01%
630
-10
248
$32K 0.01%
527
249
$32K 0.01%
555
250
$32K 0.01%
350